Transactions
18
Insider / Invitation Homes Inc.
Margolis Joseph D
Director at Invitation Homes Inc.
- Company
- Invitation Homes Inc.
- First filing on record
- October 3, 2025
- Latest trade on record
- August 4, 2026
- SEC filings
- EDGAR ↗
Margolis Joseph D, Director at Invitation Homes Inc., has disclosed 18 transactions in EXR, INVH since October 3, 2025: 0 purchases (0 open-market buys) and 6 sales, worth about $6.7M at the reported prices. The latest was filed August 5, 2026, 1 day after the trade; 6 filings were late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
6
Avg. disclosure lag
122.1d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Margolis Joseph D made no purchases and 5 sales worth $2.0M, plus 8 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Margolis Joseph D has traded 1 stock on record; the largest by dollars is EXR.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
2 of 6 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| G | Gift | 9 | 158,552 | — |
| F | Shares withheld for tax | 4 | 5,897 | $891K |
| A | Grant or award | 3 | 30,838 | $3.7M |
| S | Open-market sale | 2 | 15,000 | $2.1M |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 12 | 0 | 5 · $2.0M |
| 2025 | 4 | 0 | 1 · $1.1M |
| 2024 | 2 | 0 | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| EXR | Other G | August 4, 2026 | August 5, 2026 | 1d | 13,503 | — | — | indirect | Form 4 ↗ | |
| EXR | Other G | August 4, 2026 | August 5, 2026 | 1d | 13,503 | — | — | indirect | Form 4 ↗ | |
| INVH | Other A | May 7, 2026 | May 11, 2026 | 4d | 6,559 | — | — | Form 4 ↗ | ||
| EXR | Sell S | March 13, 2026 | March 16, 2026 | 3d | 7,500 | $142 | $1.1M | indirect | Form 4 ↗ | |
| EXR | Other G | March 6, 2026 | March 16, 2026 | 10d | 14,452 | — | — | lateindirect | Form 4 ↗ | |
| EXR | Other G | March 6, 2026 | March 16, 2026 | 10d | 14,452 | — | — | late | Form 4 ↗ | |
| EXR | Sell F | March 1, 2026 | March 3, 2026 | 2d | 1,886 | $151 | $285K | Form 4 ↗ | ||
| EXR | Sell F | March 1, 2026 | March 3, 2026 | 2d | 1,682 | $151 | $254K | Form 4 ↗ | ||
| EXR | Sell F | March 1, 2026 | March 3, 2026 | 2d | 1,264 | $151 | $191K | Form 4 ↗ | ||
| EXR | Sell F | March 1, 2026 | March 3, 2026 | 2d | 1,065 | $151 | $161K | Form 4 ↗ | ||
| EXR | Other A | March 1, 2026 | March 3, 2026 | 2d | 17,381 | $151 | $2.6M | Form 4 ↗ | ||
| EXR | Other A | March 1, 2026 | March 3, 2026 | 2d | 6,898 | $151 | $1.0M | Form 4 ↗ | ||
| EXR | Other G | March 13, 2025 | March 3, 2026 | 355d | 17,184 | — | — | lateindirect | Form 4 ↗ | |
| EXR | Other G | March 13, 2025 | March 3, 2026 | 355d | 17,184 | — | — | late | Form 4 ↗ | |
| EXR | Other G | March 11, 2024 | March 3, 2026 | 722d | 30,291 | — | — | lateindirect | Form 4 ↗ | |
| EXR | Other G | March 11, 2024 | March 3, 2026 | 722d | 30,291 | — | — | late | Form 4 ↗ | |
| EXR | Other G | November 6, 2025 | November 7, 2025 | 1d | 7,692 | — | — | indirect | Form 4 ↗ | |
| EXR | Sell S | October 1, 2025 | October 3, 2025 | 2d | 7,500 | $141 | $1.1M | indirect | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 5, 2026 | Form 4 | 0001330121-26-000002 | 2 | published | EDGAR ↗ |
| May 11, 2026 | Form 4 | 0001193125-26-216898 | 1 | published | EDGAR ↗ |
| March 16, 2026 | Form 4 | 0001628280-26-018269 | 3 | published | EDGAR ↗ |
| March 3, 2026 | Form 4 | 0001289490-26-000015 | 10 | published | EDGAR ↗ |
| November 7, 2025 | Form 4 | 0001628280-25-050694 | 1 | published | EDGAR ↗ |
| October 3, 2025 | Form 4 | 0001289490-25-000019 | 1 | published | EDGAR ↗ |
Other insiders at Invitation Homes Inc.
- TAYLOR KEITH D Chief Financial Officer 40 rows
- KELTER JEFFREY E Director 15 rows
- Smith Kenny Kellyn Director 15 rows
- McNeal Gwyn Goodson EVP/Chief Legal Officer 8 rows
- Dickens Zachary T EVP, Chief Investment Officer 7 rows
- Lobner Timothy J. EVP, Chief Operating Officer 7 rows
- Olsen Jonathan S. EVP&CFO 7 rows
- SOLLS MARK A EVP & CLO 7 rows
- Springer William N President 7 rows
- Tanner Dallas B President and CEO 7 rows
Everyone on file, with contracts and lobbying under the company's name: Invitation Homes Inc..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 6 | 18 | October 3, 2025 | August 5, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.